Number of Shares
99,655.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
1.14%
Total Estimate Gain
$371,430.27
% of Total Estimate Gain
5.74%

Detalus Advisors, LLC's iShares Currency Hedged MSCI EAFE ETF Holding Summary

As of 2025-03-31, Detalus Advisors, LLC held 99,655.00 shares of iShares Currency Hedged MSCI EAFE ETF(HEFA), totaling $3.62 Mil. This investment constitutes 1.14% of their stock portfolio, and Detalus Advisors, LLC now holds 0.05% of the outstanding iShares Currency Hedged MSCI EAFE ETF(HEFA) stock.

The initial trade took place in 2024Q1. And since then Detalus Advisors, LLC has made 4 purchases of HEFA, at an average price of $34.73, for a total of 186,284.00 shares. In addition, there have been 1 sales at an average price of $34.76 for 86,629.00 shares. Based on historical transaction data and HEFA's current price of $38.44, Detalus Advisors, LLC's estimated gain on his HEFA holdings is $371,430.27, reflecting a 5.74% gain to date.

Detalus Advisors, LLC HEFA ($38.44) Holding Chart

Detalus Advisors, LLC HEFA ($38.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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